AI

Google's Gemini 3.7 Flash Targets Coding and Agents With a 50% Price Cut 40

Google has released Gemini 3.7 Flash just three weeks after 3.6 Flash, focusing on better coding, agentic workflows, and enterprise automation while temporarily cutting API prices in half through the end of 2026. VentureBeat reports: For enterprise developers, the more consequential story may be the combination of those intelligence gains with lower inference costs: through the end of 2026, Gemini 3.7 Flash costs $0.75 per million input tokens and $3.75 per million output tokens.

Starting Jan. 1, 2027, pricing rises to $1.50 per million input tokens and $7.50 per million output tokens. That means the current discount is temporary, but it gives teams deploying high-volume coding and business agents several months to evaluate whether Google's claimed reductions in retries and manual oversight translate into lower total operating costs. The launch also underscores Google's rapid iteration on its Flash line while its next flagship Pro model remains absent. [...]

Google describes Gemini 3.7 Flash as its "most intelligent workhorse model yet for coding and agents." The company says the model is better at adapting when it encounters roadblocks, clarifying intent when necessary and following instructions with greater fidelity. [...] Google's benchmarks show a large generational improvement in several software engineering tests. [...] Google's own results do not show 3.7 Flash universally displacing higher-priced competitors. They instead suggest a model that has become substantially more competitive in coding and agent workloads while occupying a lower price tier.
AI

Apple Turns to Publishers For Help With Siri AI 3

Apple is reportedly negotiating multi-year deals with news publishers to give its redesigned Siri access to current news and other information, with payments potentially tied to how often publishers' content is used. The talks come as Apple prepares to launch its long-delayed Siri AI later this year, after partnering with Google to use distilled Gemini models. Engadget reports: [The Wall Street Journal] did not reveal the specific publishers Apple reached out to, but did note the company has proposed structuring payments around a variable compensation plan, which would see it pay those organizations when their content is used. By contrast, most large AI labs like OpenAI have typically offered guaranteed fees in exchange for broad access. According to the The Journal, Apple has paid publishers for access to their content in the past as part of earlier agreements that saw the company secure AI training rights.
Google

The Pixel Tag Is Google's Answer To the AirTag (theverge.com) 61

Google has unveiled the $29 Pixel Tag, its long-awaited AirTag rival that combines UWB with Bluetooth 6.0 Channel Sounding for two forms of precision tracking. It launches November 11. The Verge reports: The Pixel Tag is a slim oblong device available in one grayish color -- Fog -- that weighs about 12g, or 0.4oz. Like the AirTag, it has no built-in hooks or clips for attaching to objects you want to track. There's a single button that will trigger a sound on your phone, for the rare occasion when you've got the Tag but have lost your main device. It also has an IP67 rating, so it should be safe from dust and rain. As for the battery, the Pixel Tag takes CR2032 coin batteries, and says one battery should last for over a year.

Naturally, it'll be compatible with Google's Find Hub network, which leverages the Bluetooth capabilities of Android devices worldwide to help locate lost objects. [...] Once you're close enough to the Pixel Tag, UWB lets the Find Hub app display the distance and direction to the tracker, so long as you're using a phone with a UWB chip. Channel Sounding is a newer development that can display the exact distance, but not direction, and it will work with any phone or tablet that includes Bluetooth 6.0. The Moto Tag 2 is the only other tracker to currently support it.

Cellphones

Google Unveils Pixel 11 Lineup (techcrunch.com) 35

At its Made by Google 2026 event today, Google unveiled a slew of new devices, headlined by the Pixel 11, Pixel 11 Pro, and Pixel 11 Pro Fold. Here's a breakdown of the company's latest smartphones, provided by TechCrunch: Pixel 11: The standard Pixel 11 gets a redesigned camera bar that is thinner than the one on the previous generation. Google says the new camera bar is more than 40% thinner and now uses an all-glass surface that stretches across the width of the phone. Google is also increasing the base storage to 256GB, doubling the previous starting capacity. The starting price for the new model is set at $899, reflecting a $100 increase compared to the Pixel 10. This price hike comes with the decision to drop the 128GB storage option. Plus, the ongoing RAM supply shortage plays a part in this increase.

Pixel 11 Pro and Pro XL: Google is making durability a bigger part of the Pro lineup. The company says the Pixel 11 Pro and Pixel 11 Pro XL have improved drop resistance and a new anti-scratch display coating that provides more than twice the scratch resistance of the Pixel 10 Pro models. The Pixel 11 Pro starts at $1,099, compared to $999 for the Pixel 10 Pro.

Pixel 11 Pro Fold: Google says the new foldable is nearly 10% lighter and almost 1mm thinner than the Pixel 10 Pro Fold. It also has slimmer bezels, a 48-megapixel main camera, and 30x Super Zoom. The company is also building on the IP68 water and dust resistance introduced with the Pixel 10 Pro Fold. The Pixel 11 Pro Fold uses a glass-fiber composite back cover designed to better withstand cracking, while a redesigned hinge offers additional protection for the inner display. Google says the changes make the model three times more durable than its predecessor.
There were also several new Gemini-powered features unveiled at the event. Google is expanding "Live Transcribe" to support American Sign Language, using the Pixel Camera to translate signing into text in real time. A new voice-input feature called "Rambler" is designed to understand natural, unstructured speech, including filler words and run-on sentences. Google is also integrating "Circle to Search" more directly into the Pixel Camera for identifying objects, translating text, and asking questions about what users see.
AI

Google Gemini Hits 1 Billion Users In Record Time 77

Gemini has become Google's fastest-growing product ever, reaching 1 billion monthly active users faster than any of the company's 13 other billion-user services. Ars Technica reports: Gemini has wormed its way into virtually every Google product and service, powering email organization in Gmail, document summary in Drive, and much more. Gemini is also core to Google's flagship search experience, with AI Mode and AI Overviews becoming increasingly hard to avoid. The 1 billion-user metric has nothing to do with any of that, though.

These 1 billion users may also be encountering Gemini in all those places, but that's not the MAU metric. Pichai is talking only about people who are opening the Gemini app or visiting the Gemini web interface to enter a prompt or access Gemini Live. If you used Gemini only once in the past month, you are part of this cohort.
Android

First Rival Android App Store Arrives In the US Play Store 22

Aptoide has become the first third-party Android app store available directly through Google Play in the U.S. "The change is a direct result of Google's litigation with Epic, which saw a judge rule in 2024 that the Play Store would have to open up to third-party stores," notes The Verge. The change makes rival storefronts far easier to discover and install, potentially opening the door for Epic, Amazon, Samsung, Microsoft and others to distribute their own app stores through Google's store. From the report: Third-party app stores have always been available on Android, which is a more open platform than iOS in that respect. However, until now they've only been available if pre-installed on a device -- as with the Amazon Appstore on Fire tablets or Samsung's Galaxy Store -- or installed via sideloading. Listing rival storefronts within the Play Store makes them much easier for users to find and access. [...]

Aptoide itself is relatively little known, but it's likely to be the first of many alternative app stores. It's presumably only a matter of time before the Epic Store makes its own appearance, and the likes of Amazon, Samsung, and other phone manufacturers may also want to put their stores in front of potential customers.
Privacy

Privacy Backlash Explodes Against Meta's Smart Glasses (yahoo.com) 72

With nearly 70% of the market, "Meta wants its smart glasses to be a big hit," writes the Los Angeles Times. But after some users found ways to disable the light that warns people they're being filmed, "the high-tech specs have also turned into a liability, as some are calling the gadget 'pervert glasses...'" Some people are using the glasses — which look like a pair of regular spectacles — to record people without their knowledge and publish the videos on social media. The users secretly videotape and share what happens when they try to pick up women. Now, a growing number of people are worried they could be covertly recorded at the gym or even during sex. The backlash has prompted Meta to update its glasses to address privacy concerns, and some places have banned them, adding to the angst surrounding technology that's rapidly evolving...

Concern about the glasses has exploded as more videos of interactions with people who don't know they're being recorded go viral on social media. On Instagram, some videos depict people getting approached in malls and grocery stores and on college campuses and sidewalks. While the videos are portrayed as jokes, the people filmed don't appear to know they're being recorded and sometimes seem uncomfortable, telling the strangers to leave them alone or stop harassing them. The outcry has spread beyond social media, with comedian Jimmy Kimmel calling the Meta devices "pervert glasses" on national television and singer Lorde telling concertgoers that smart glasses are "not sexy..."

Instagram, which is owned by Meta, has been disabling accounts and taking down some of these pickup or prank videos for violating the platform's rules against harassment and bullying... Businesses are making their own calls about smart glasses. The 5 Point Cafe in Seattle, which banned Google Glass in the past, has banned Meta glasses from its diner and dive bar. "Leave your Meta-SpyBan Display at home, they are officially Ray-Ban-ned from all of our restaurants. We serve privacy, not side-eye surveillance," a 2025 Instagram post from the business states.

An Android app that warns people if they're being recorded has roughly 110,000 downloads in the last six months, according to the article. The app's creator says it's a "social problem" that "we don't value privacy, that we feel entitled to use others for our entertainment or our private gain, and technology amplifies that."

The American Civil Liberties Union and more than 70 organizations even sent a letter urging Meta to promise they'd leave facial recognition features out of their smart glasses, according to the article. But a Meta spokesperson said "no final decision has been made."
AI

AI-Powered Browser Just Generates Every Website From Scratch (xda-developers.com) 56

XDA Developers reports: On July 22, a Google DeepMind engineer, Vidy Thatte, shared a snippet of a browser he built that "treats every URL as a prompt and generates a site from scratch" on his X account. Just a few days later, he shared a TestFlight link to let iPhone users try it for themselves. The browser he launched is called Gem, and it's a browser that doesn't really...browse.

Instead of fetching a webpage from a server the way Chrome or Safari would, Gem hands whatever URL you type over to Google's Gemini 3.5 Flash Lite model and asks it to generate a webpage on the spot. If you enter a real address, it builds its own interpretation of that site rather than loading the actual thing. If you enter an address that doesn't exist, Gemini simply invents a website to fill the gap. In other words, you're not visiting the internet so much as browsing one the model dreams up as you go...

Thatte's reasoning was that with a model as fast and cheap as Gemini 3.5 Flash Lite, there's almost no practical difference anymore between loading a website and generating a brand-new one on the fly... Given that this tool is powered by Gemini 3.5 Flash Lite and it's just a side project rather than a full-fledged tool, it doesn't come with Gemini access baked in. Gem requires you to bring your own Gemini API key to get it working. Every URL you enter fires off a request to the model, so Gem needs a key linked to your Google account to actually generate anything, with the usage billed to you. You can grab a key for free from Google AI Studio, paste it into Gem's settings, and you're ready to start typing URLs. While you can get started for free, I ran into the limits within two minutes of playing around. So, I did need to enable billing on my API key and decided to load $10 into it.

While the blogger's own site seemed to only get the Gemini logo, tapping it revealed nearly two dozen remixing options. (Dark mode, Reader, Neubrutalist, Broadsheet, Blueprint, Comic book, Punk zine, Notebook, Chalkboard, Receipt, Teletext, System 7, Wes Anderson, Cyber neon, Clay, Frosted, Geocities, Matrix, Museum, Windows 95, Terminal, Vaporwave, and Hide images...) "The frontend morphed before my eyes. Every new edit took practically no time to load, and within a second or two, the same XDA articles would reappear wearing a completely different skin..." For another site, it kept the article headlines, but then rewrote all the text!

And after entering an address they knew didn't exist — their own name — in two seconds the browser whipped up a slick portfolio "genuinely been better than some of what those tools produced with far more time and context to work with." But its link to a LinkedIn profile led to a lookalike page, because Gem "had simply generated its own version of it, complete with a made-up follower number and details I never wrote...."
Chrome

Google Should Still Be Forced To Shed Chrome, Advocacy Group Argues (yahoo.com) 32

"Google should be required to divest the Chrome browser, and prohibited from paying Apple to distribute Google's search engine, the nonprofit advocacy group Public Knowledge argues in a new court filing," MediaPost reports, citing a friend-of-the-court brief filed Tuesday in the D.C. Circuit Court of Appeals: The group adds that "independent ownership" of Chrome "would open the distribution channel Google controls and allow Chrome to serve browser users when it makes privacy decisions and determines how to integrate search and (artificial intelligence)..."

In September 2025, [U.S. District Court Judge] Mehta issued a remedies order that requires Google to share some data about users' searches with "qualified" competitors and to provide syndicated search results and ads to those competitors. The order also prohibits Google from entering into exclusive distribution contracts for Google Search, Chrome, Google Assistant and the Gemini app for six years, but allows the company to continue to make payments for search-ad revenue or distribution to Apple, Mozilla and others...

Google recently appealed Mehta's order. The company argued in its written brief that it "prevailed in the marketplace fair and square," adding that Apple and Mozilla "sensibly chose" Google as the default search engine "because it gave their users the best experience," and because Apple and Mozilla would earn the most ad revenue through the deals. The [U.S.] Justice Department and states countered to the appellate court last week that the liability finding should stand, and also argued that Google should have been banned from paying Apple and Mozilla for placement as the default search engine on their browsers.

[Antitrust enforcers had originally asked the judge to order Google to divest Chrome, but he's already rejected that request.] The government did not argue in its appellate papers that Google should be forced to sell Chrome. But Public Knowledge independently contends in its friend-of-the-court brief that divestiture would benefit consumers... "Divestiture would place those decisions with an institution whose success depends on serving browser users primarily...." The group is calling the appellate court's attention to Google's April 2025 decision to preserve tracking cookies — a reversal from its earlier plans to block third-party cookies by default. "Google is in the position of both deciding Chrome's tracking rules while running the advertising business affected by them," Public Knowledge writes. "An independent Chrome could make those decisions on behalf of users alone."

But Firefox developer Mozilla filed its own friend-of-the-court brief Thursday warning Firefox could be forced to "exit the browser and browser engine markets" if it can't receive payment from Google for distributing its search engine, according to a later report from MediaPost: Federal and state antitrust enforcers recently asked the appellate court to reverse the portion of Mehta's order that allows those payments to continue. But Mozilla counters in its new friend-of-the-court brief that Mehta's decision regarding those payments was supported by the evidence --including a study it conducted concluding that its revenue would "decline dramatically" if forced to replace Google with Bing as Firefox's default search engine... Google is expected to file new arguments with the appellate court next month.
AI

Microsoft, Google, Amazon, Meta and Oracle Expect a Negative Cash Flow of $125 Billion Next Year (washingtonpost.com) 76

The Washington Post shared surprising news this week about five top AI companies.

Microsoft, Google, Amazon, Meta and Oracle "are spending so much on developing AI and delivering it to customers that they're expected to bleed cash in the coming year, according to a Washington Post analysis of data compiled by S&P Global Market Intelligence." Free cash flow, which measures the cash left over after paying expenses and AI infrastructure costs, is now expected to shrink to almost nothing for the five companies combined in 2026, and decline again to negative $125 billion the following year... AI spending by Amazon and Google pushed the companies to an ignominious milestone: They lost more cash in the past three months than any other large U.S. companies, according to S&P Global data. Investment analysts expect Elon Musk's SpaceX to show even worse cash bleeding this week.
Music

Suno Says It Will Start Watermarking Songs 33

Suno says it will begin watermarking and fingerprinting AI-generated songs, tighten download policies to curb mass distribution, and explicitly prohibit deceptive audio and unauthorized voice or likeness cloning. The changes come as the company faces mounting copyright lawsuits, a recent adverse ruling in Germany, and scrutiny over a past data breach that revealed training-data sources. TechCrunch reports: In a blog post, co-founder and CEO Mikey Shulman shared core principles and said that the platform wants to promote original creation while enabling more people to make music with its AI tools. One of the key points of contention involved users uploading AI-generated songs on other streaming platforms and gaming the system to earn revenue. Suno said that now it will use audio watermarking and fingerprinting to prevent misuse on other streaming platforms. It's not clear if Suno will use an existing system like Google's Synth ID or adopt a new one, and the company did not say when contacted by TechCrunch about this.

The startup also signed an agreement with lyrics provider Musixmatch to use its Sentinel system for copyright detection, the blog post said. [...] The company added that it plans to add a new download policy to bar mass distribution on streaming platforms, but declined to provide details on the record. Suno has also changed its community guidelines to explicitly prohibit "deceptive audio presented as real" and "using a real person's voice or likeness without permission" to prevent copycats.
Google

Google's $15 Billion India Data Center Project Battles Water, Wildlife Concerns (reuters.com) 30

Google's $15 billion data-center project in Visakhapatnam is facing protests and legal challenges over fears that it will worsen local water shortages and disturb wildlife near the Kambalakonda sanctuary. Google says the campus will use advanced air cooling and comply with Indian law, while state officials deny that residential or rural water supplies will be tapped. Reuters reports: The southern state of Andhra Pradesh, governed by an ally of Prime Minister Narendra Modi who has hailed the project as historic and transformational, has denied allegations that the project was fast-tracked without weighing risks to water supplies and wildlife. But the growing opposition could become an early test for Google's biggest-ever India investment, which is facing several legal challenges over its impact on water supplies and proximity to a wildlife sanctuary that is home to leopards and pangolins.

In recent weeks, activists and children have marched in Visakhapatnam city, holding banners saying "We cannot drink DATA" and painting handcuffs on the Google logo, social media posts show. On Sunday, Reuters attended a public gathering where activists chalked out plans for holding door-to-door awareness campaigns and beach protests in coming days. "Development should not be at the cost of livelihood of the people," Raja Rama Mohan Roy, founder of non-profit Green Visakha said at the event where he presented statistics on Visakhapatnam's stressed water supply and demand.

The government says the city receives 410 million liters of water a day from its reservoirs and rivers, against a requirement of 480 million. Rationing of water supplies is common in the city with a population of 2.5 million people. [...] The state's top court on Monday asked the government to defend against allegations leveled by activist group Jal Biradari (Water Community), which says the project will strain water availability by putting stress on a nearby reservoir. The Andhra Pradesh High Court will next hear the public interest litigation on August 24.

Advertising

Times Magazine Now Serves Ads That Only AI Chatbots Can See (theregister.com) 61

Longtime Slashdot reader mccalli writes: Times Magazine has started serving adverts with "brand messages" to AI crawlers, which are not part of its main page. The aim seems to be to influence chatbots to talk about the brand offerings in a positive light that can't be traced back to the actual page. Notably, they've excluded Google chatbots from this, likely because Google penalizes companies that show different search offerings to its bots versus actual human visitors. "Maybe it's more important to influence the agent than even the human, because with a human you influence one person. When you influence ChatGPT, you're influencing potentially all of ChatGPT," said Jonah Goodhart, co-founder and CEO of ad tech platform Mobian. "If ChatGPT changes what it says about [a brand], it's massive and it's more than any one campaign could ever do. The big idea here is LLMs and AI want trusted information about brands. We're serving that up to them in a very straightforward, easy way."

The ad strategy was uncovered by Germany-based freelance software developer Vincent Schmalbach, who detailed his findings in a blog post.

Digiday and The Register both reported on the story.
Google

Google Overhauls AI Leadership As DeepMind CEO Steps Aside 12

Google is reshuffling its AI leadership as Demis Hassabis steps away from day-to-day management of DeepMind to become chairman and Alphabet's chief scientist, while CTO Koray Kavukcuoglu takes operational control. Meanwhile, longtime chief scientist Jeff Dean and several prominent researchers are leaving to launch their own company. Axios reports: Hassabis will add the title of chief scientist for Google parent company Alphabet and also continue to lead Isomorphic Labs, the company's AI drug discovery spinoff. Koray Kavukcuoglu, the current chief technology officer of Google DeepMind will serve as senior VP of the unit, reporting to CEO Sundar Pichai.

Dean, a 27-year Google veteran is starting Discovery Loop, an independent publicity benefit corporation in which Google will be an investor and cloud provider. Joining him in that effort are Google senior fellow Sanjay Ghemawat as well as Oriol Vinyals, a DeepMind VP and Quoc Le, a Google Brain co-founder.

[...] In an interview with The New York Times, Dean indicated that leaving Google, a public company, gives him more leeway to focus on scientific discoveries associated with AI as well. "We might make decisions that are not necessarily in the company's purist financial interests," he told NYT.
"I've been working towards AGI my whole life and now, like many of you, I feel it is close at hand," Hassabis wrote. "It's critical that we collectively get the next steps right to ensure this all goes well for humanity and we usher in an incredible new age of discovery and wonder."

"With this backdrop, I've decided that now is the right time for me to hand over my day-to-day operational responsibilities at GDM, so that I have the time and space to focus on the big picture and help influence what is to come to the best of my ability"
Data Storage

Sandisk and SK Hynix Publish First Open High Bandwidth Flash Standard (nerds.xyz) 19

BrianFagioli writes: Sandisk and SK hynix have published the first open technical specification for High Bandwidth Flash (HBF) through the Open Compute Project. HBF is designed to create a new memory tier between High Bandwidth Memory and traditional SSD storage, giving AI inference systems more near compute capacity without relying entirely on expensive HBM. The specification supports capacities up to 512GB using 8-high and 16-high NAND stacks, with bandwidth tiers ranging from about 0.4TB per second to 3.0TB per second. It also uses the UCIe chiplet interface, which could make HBF easier to integrate with CPUs, GPUs, and other accelerators. Google and Tenstorrent participated in the standardization effort, but commercial products and independent benchmarks are still missing.
The Internet

As Reddit Stock Falls, CEO Questions Value of Google's AI Overviews 83

Reddit CEO Steve Huffman criticized Google's AI Overviews for summarizing publishers' content without delivering the traffic benefits of traditional search, arguing that users increasingly value Reddit's human perspectives and firsthand experiences. Ars Technica reports: First, there was a letter to investors (PDF), wherein Huffman spun his narrative about Reddit's value proposition and general strategic direction amid the proliferation of AI tools. He wrote: "As the internet becomes flooded with synthetic content, people are craving real human perspective. We are the antidote to an automated web. AI compresses the internet into summaries. Reddit delivers the opposite: deep discussions, passionate debates, and lived experiences. People don't want a summary of Reddit; they want Reddit."

The letter also said: "As AI makes information more abundant, the challenge is no longer finding content -- it's finding context, personal opinion, and first-hand accounts. Everything online feels flat, polished, generated, or sponsored, so consumers are overwhelmed and increasingly skeptical. We've never had more information, but we've never trusted it less."

And then, in comments around the earnings report, he added: "What we see is, 10 blue links has driven tremendous value and growth to the broader ecosystem... from where we sit, AI Overviews has yet to make a similar level of positive impact, and I think that's consistent across the broader landscape, right? As businesses, publishers, retailers, we're still looking for that win-win."
Reddit shares nevertheless fell more than 20 percent as investors worried that unstable Google referrals could undermine its growth, even after a strong earnings report.
Cloud

IT Teams are Spending 11 Hours a Week on Cloud Connectivity Problems (computerweekly.com) 20

Researchers found enterprises are spending time troubleshooting cloud connectivity due to increased AI workloads, reports Computer Weekly. More than 400 IT and infrastructure decision-makers (US and UK) were surveyed for internet/cloud/AI exchange operator DE-CIX by market researchers Censuswide. But despite 96% of respondents claiming their enterprise networks are ready for cloud/AI loads, the average IT team still spends more than 11 hours each week resolving cloud connectivity problems: Other leading concerns included downtime or reliability issues (26%), latency or slow performance (28%), and security vulnerabilities/DDoS attacks (27%). Cost of connectivity, staff expertise and lack of visibility/control over data flows were also cited as major challenges... As a result, as indicated in the study, many businesses are now turning to private interconnection, which enables enterprises to connect directly to cloud providers over dedicated infrastructure rather than routing traffic across the public Internet. Designed to deliver lower latency, greater resilience, enhanced security and more predictable performance, private interconnection has become an increasingly important way of supporting modern cloud and AI workloads. Specifically, the data showed that 61% of companies are already using private connectivity to clouds, while another 31% are actively considering it... [And 71% of enterprises with 1000 or more employees]

Only 8.62% of the smaller companies were spending 21 to 40 hours per week dealing with connectivity issues, while just 2.53% of the largest companies in the sample do. Summing up these findings, DE-CIX said that together they suggest direct interconnection is rapidly becoming a core component of enterprise cloud and AI infrastructure and a competitive advantage for companies, though optimising interconnection strategies clearly remains a pressing challenge for small and medium-sized enterprises... "Every AI application depends on data moving quickly, securely and predictably between users, clouds and AI infrastructure. Our research suggests that far too many enterprises are still spending valuable time trying to maintain that kind of connectivity, with more than a third spending between 11 and 20 hours per week, and just under one in 10 spending between 21 to 40 hours per week. This confirms what we already knew — that that network architecture can make or break AI adoption."

Elsewhere The Register reports that cloud infrastructure services "grew at their fastest for eight years during the second quarter of 2026, thanks to the AI craze and continued demand for flexible and scalable IT infrastructure." According to the latest figures from Synergy Research, enterprise spending on cloud infrastructure passed $143 billion in Q2, a year-on-year growth rate of 43 percent. This followed 11 successive quarters of increasing growth rates, during which the market has now doubled in size... "AI has, of course, driven most of that incremental growth, and we now see year-on-year growth rates of 165 percent for AI-specific cloud services...." And the top three global players continue to dominate the market, with Amazon Web Services (AWS), Microsoft Azure and Google Cloud together accounting for 67 percent of all the cloud revenue during the quarter. That percentage has increased since the third quarter of last year, when the triumvirate made up 63 percent of enterprise cloud infra spending.
Google

Group of Teen Hikers Relied on Google Maps. It Was a Disaster. (sfgate.com) 133

"When a group of teenagers set out to hike British Columbia's famed Howe Sound Crest Trail in early July, Google Maps suggested the trek would take about five hours," reports SFGate.

"Instead, the hike stretched deep into the night, leaving the group exhausted, dehydrated, injured and in need of a helicopter rescue..." Although the approximately 18-mile route with a 6,000-foot elevation gain can be completed by experienced trail runners in a day, search and rescue officials generally recommend hikers treat it as a two-day backpacking trip. The teenagers, all 17 years old, believed Google Maps' estimate that the route would take about five hours. The printed directions they were carrying, which were shared publicly by Lions Bay Search and Rescue, gave simple instructions for two legs of the trail, but didn't account for the terrain or elevation. "[Google Maps] is calculating the time that you're walking a straight road on pavement," [said Maria Masiar, training officer and search manager with Lions Bay Search and Rescue]. "When you get into outdoor terrain, that no longer holds true."

Expecting only a short outing, each hiker carried about half a liter of water and limited food. There are no reliable water sources along the trail, meaning hikers must carry enough supplies for the entire route. As the group climbed, they began suffering from dehydration and muscle cramps but continued onward despite falling dramatically behind schedule. Eventually, the group made the decision to turn back and abandon making it to the end of the trail — and as the sun began to set and the group started to descend, fatigue took its toll. According to Masiar, members of the group had already stumbled and fallen several times while trying to race the coming dark, and only one hiker had a headlamp. Eventually, another hiker slipped about 10 feet off a boulder, injuring his tailbone badly enough that he could no longer continue. Search and rescue crews responded, ultimately evacuating him by helicopter.

AI

Is Big Tech's AI Gamble Starting to Look Riskier? (msn.com) 75

The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate profits and a society-wide boost to wealth and well-being... questions about that AI vision are now growing more urgent: When, if ever, will this payoff arrive? And what will the fallout be for Americans if the titanic investment doesn't quickly deliver? "This AI thing better work out because if it doesn't ... we're going to have a problem," said Torsten Slok, chief economist at investment firm Apollo Global Management. AI costs and doubts are spreading. The U.S. stock market has swooned this summer over fear of the AI bubble going bust...

The AI gamble sweeping up American fortunes is led by tech companies splurging on hulking data centers packed with computer chips and equipment needed to develop sophisticated AI models and deliver them to customers. In investor calls in the past week, Google, Microsoft, Meta and Amazon pointed to soaring AI-related sales and business deals. Advertisers are using the technology to tailor marketing pitches and corporations and start-ups are buying access to chatbots and other AI software to boost productivity... But this spending can only continue if AI generates an even larger avalanche of new revenue to pay for it all. Financial results released over the past week show that the AI titans' mammoth costs are largely swamping the sales boost from the technology. At Google, for every dollar of cash its business generated in the past three months, $1.15 went out the door to pay for AI computer chips and equipment, land for AI data centers and other big-ticket purchases. The company is covering the difference partly by borrowing money and selling more of its stock. Next year, five leading AI companies — Google, Amazon, Microsoft, Meta and Oracle — are projected to have negative free cash flow, which measures the cash left over after paying expenses and AI infrastructure costs. The figures, based on investment analyst projections compiled by S&P Global Market Intelligence, show a stunning reversal for what have been some of the world's most cash-generating corporations...

The companies remain profitable by standard financial accounting measures that spread out the costs of their AI infrastructure spending over many years... Pessimists see a bet so gargantuan that it cannot possibly pay off. The pessimists are growing louder. The Bank for International Settlements, a typically measured institution in Switzerland that advises government bankers around the world, recently warned there was risk of "economy-wide recessions" if the AI boom falters. That could mean pain for workers and communities across the United States. "I'm not saying AI is going to go away, it's just not clear to me these guys are going to make money on it," said Christopher Wood, global head of equity strategy at investment bank Jefferies who has correctly predictedpast financial bubbles.

Android

Google Plans To Exempt Sanctioned Nations From Android Developer Verification (arstechnica.com) 28

An anonymous reader quotes a report from Ars Technica: We are a month away from the initial rollout of Google's Android developer verification system, and the company contends this policy does not impinge on the platform's open nature. Still, the restrictions will be a big change, and there are still some unanswered questions. An issue that has come up repeatedly in the run-up to verification is what will happen to devs who can't verify because of where they live. It turns out that Google has a cryptic answer for that buried in an FAQ. Developer verification will soon block the installation of apps from unverified developers on any Android device running Google services, which is functionally all Android phones outside Russia and China. Developers who want to keep releasing software, even if it's not in the Play Store, have to provide Google with their ID and pay a small fee.

But what if you're an Android developer living in a sanctioned nation? Currently, the U.S. sanction list includes Iran, Cuba, North Korea, and occupied areas of Ukraine. Given the current uncertain state of US foreign policy, that list could change in the future. Google doing any business with developers in those places is a thorny issue, and it seems like the company has decided to just leave them hanging. A rather lengthy FAQ a few levels deep on the Google developer site addresses various issues around dev verification. Smack in the middle is this: "How does this program impact developers in sanctioned countries? Devices in sanctioned countries will be excluded from Android developer verification checks. This allows any developer to continue distributing apps in these regions without verification, though users there won't benefit from the enhanced security benefits of the program."

[...] A Google spokesperson has expanded on the FAQ and confirmed to Ars that people living in sanctioned nations will not be allowed to go through the verification process. That means they will not be able to effectively distribute software through any channel internationally. Today, someone making an app in, say, Cuba can distribute it freely around the world, as well as at home. Anyone can install it and see their work in action after tapping through a few sideloading alerts. In the coming months, that will no longer be the case. These unverified apps will only be easily installable in the sanctioned countries where verification doesn't exist.

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